Isn't a large user base and the data collected from those users a moat of sorts?
Every MAG 7 / FAANG company already has more users and more data...
That's not a moat.
That's traction.
That's Y.
What's wrong with using very short sentences like 'That's not X. That's Y.'?
Exactly. Cursor was the first product used by tons of devs on real codebases. Just the signal "acceptance rate" is huge and can't be easily captured w/ synthetic data.